VA
ACH

Verdad Advisers’s Accendra Health ACH Stock Holding History

Verdad Advisers’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$392K Buy
25,000
+2,500
+11% +$37.9K 0.52% 74
2024
Q2 		$304K Hold
22,500
– – 0.35% 110
2024
Q1 		$623K Sell
22,500
-8,500
-27% -$189K 0.68% 60
2023
Q4 		$597K Sell
31,000
-22,800
-42% -$413K 1.21% 28
2023
Q3 		$869K Buy
+53,800
New +$955K 1.33% 18

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Verdad Advisers's ACH Position: Q3 2024 in Review

Verdad Advisers increased its Accendra Health (ACH) stake by 11% in Q3 2024, buying an estimated $37.9K and bringing the position to 25,000 shares worth $392K. The position accounts for 0.52% of the portfolio, ranked #74.

Verdad Advisers first reported a position in ACH in Q3 2023 and has held it in 5 quarters since. The position peaked at $869K in Q3 2023. 214 funds tracked by Wall St. Rank hold ACH as of Q3 2024.

  • Verdad Advisers held 25,000 shares of Accendra Health worth $392K as of Q3 2024.
  • Verdad Advisers bought 2,500 Accendra Health shares in Q3 2024, an estimated $37.9K.
  • Accendra Health made up 0.52% of Verdad Advisers's portfolio in Q3 2024, its #74 holding.
  • Verdad Advisers first reported a position in Accendra Health in Q3 2023 and has held it in 5 quarters since.
  • Verdad Advisers's Accendra Health position peaked at $869K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Accendra Health as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.